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Regal Investment Advisors’s Artisan Partners APAM Stock Holding History

Regal Investment Advisors’s Portfolio APAM Stock Details APAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-46,673
Closed -$2.14M – 571
2024
Q1 		$2.14M Sell
46,673
-37,740
-45% -$1.62M 0.15% 163
2023
Q4 		$3.73M Buy
84,413
+8,790
+12% +$332K 0.28% 105
2023
Q3 		$2.83M Buy
75,623
+11,421
+18% +$443K 0.24% 119
2023
Q2 		$2.52M Sell
64,202
-2,257
-3% -$77.9K 0.21% 120
2023
Q1 		$2.13M Buy
+66,459
New +$2.23M 0.19% 136

Other funds holding APAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Regal Investment Advisors's APAM Position: Q2 2024 in Review

Regal Investment Advisors sold out of Artisan Partners (APAM) in Q2 2024, closing a stake of 46,673 shares — an estimated $2.14M sold.

Regal Investment Advisors first reported a position in APAM in Q1 2023 and held it in 5 quarters. The position peaked at $3.73M in Q4 2023. 332 funds tracked by Wall St. Rank hold APAM as of Q2 2024.

  • Regal Investment Advisors reported no remaining Artisan Partners position as of Q2 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 46,673 Artisan Partners shares in Q2 2024, an estimated $2.14M.
  • Regal Investment Advisors first reported a position in Artisan Partners in Q1 2023 and held it in 5 quarters.
  • Regal Investment Advisors's Artisan Partners position peaked at $3.73M in Q4 2023.
  • 332 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2024.

Based on Regal Investment Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.